Swaine & Leidel Wealth Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $957 | Buy |
+957
| New | +$957 | 0.74% | 34 |
|
|
2021
Q3 | $874K | Buy |
+5,171
| New | +$874K | 0.77% | 31 |
|
|
2021
Q1 | $957K | Sell |
5,186
-12,996
| -71% | -$2.4M | 0.62% | 40 |
|
|
2020
Q4 | $3.29M | Buy |
18,182
+955
| +6% | +$173K | 2.39% | 23 |
|
|
2020
Q3 | $2.14M | Sell |
17,227
-298
| -2% | -$37K | 2.08% | 27 |
|
|
2020
Q2 | $1.95M | Sell |
17,525
-11,204
| -39% | -$1.25M | 1.99% | 26 |
|
|
2020
Q1 | $2.78M | Buy |
28,729
+3,634
| +14% | +$351K | 2.88% | 14 |
|
|
2019
Q4 | $3.63M | Buy |
+25,095
| New | +$3.63M | 3.03% | 3 |
|
|
2019
Q2 | – | Sell |
-17,206
| Closed | -$1.91M | – | 64 |
|
|
2019
Q1 | $1.91M | Buy |
17,206
+4,360
| +34% | +$484K | 2.42% | 16 |
|
|
2018
Q4 | $1.44M | Buy |
+12,846
| New | +$1.44M | 2.29% | 24 |
|